90% faster pricing
AI agent for Stock Loan Traders
Price hard-to-borrow securities in seconds
Delegate the tedious work of reading term sheets and rebate agreements to a specialized AI agent. It extracts rebate rates, minimum fees, recall provisions, and pricing logic from unstandardized lending contracts, delivering clean, structured data ready for your pricing models and risk systems.

Ideal for
Stock Loan Desks
Prime Brokerage
Securities Lending

See AI agent for Stock Loan Traders in action
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See AI agent for Stock Loan Traders in action
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See AI agent for Stock Loan Traders in action
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HTB Pricing - New Term Sheet
See AI agent for Stock Loan Traders in action
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Time comparison
Time comparison
Traditional way
15-30 minutes per agreement
With V7 Go agents
30-60 seconds
Average time saved
95%
Why V7 Go
Why V7 Go
Automated Term Extraction
Instantly pulls rebate rates, minimum fees, recall provisions, collateral requirements, and dividend pass-through terms from any term sheet or lending agreement, regardless of format or structure.
Automated Term Extraction
Instantly pulls rebate rates, minimum fees, recall provisions, collateral requirements, and dividend pass-through terms from any term sheet or lending agreement, regardless of format or structure.
Automated Term Extraction
Instantly pulls rebate rates, minimum fees, recall provisions, collateral requirements, and dividend pass-through terms from any term sheet or lending agreement, regardless of format or structure.
Automated Term Extraction
Instantly pulls rebate rates, minimum fees, recall provisions, collateral requirements, and dividend pass-through terms from any term sheet or lending agreement, regardless of format or structure.
Tiered Rate Recognition
Identifies and extracts complex tiered rebate structures, including volume-based pricing, time-based rate changes, and conditional fee schedules that vary by security type or loan duration.
Tiered Rate Recognition
Identifies and extracts complex tiered rebate structures, including volume-based pricing, time-based rate changes, and conditional fee schedules that vary by security type or loan duration.
Tiered Rate Recognition
Identifies and extracts complex tiered rebate structures, including volume-based pricing, time-based rate changes, and conditional fee schedules that vary by security type or loan duration.
Tiered Rate Recognition
Identifies and extracts complex tiered rebate structures, including volume-based pricing, time-based rate changes, and conditional fee schedules that vary by security type or loan duration.
Non-Standard Clause Detection
Flags unusual provisions, custom fee structures, and non-market terms that deviate from your desk's standard agreements, ensuring traders review critical exceptions before pricing.
Non-Standard Clause Detection
Flags unusual provisions, custom fee structures, and non-market terms that deviate from your desk's standard agreements, ensuring traders review critical exceptions before pricing.
Non-Standard Clause Detection
Flags unusual provisions, custom fee structures, and non-market terms that deviate from your desk's standard agreements, ensuring traders review critical exceptions before pricing.
Non-Standard Clause Detection
Flags unusual provisions, custom fee structures, and non-market terms that deviate from your desk's standard agreements, ensuring traders review critical exceptions before pricing.
Counterparty Term Comparison
Compares extracted terms across multiple counterparty agreements to identify the most favorable pricing, recall rights, and collateral requirements for each hard-to-borrow security.
Counterparty Term Comparison
Compares extracted terms across multiple counterparty agreements to identify the most favorable pricing, recall rights, and collateral requirements for each hard-to-borrow security.
Counterparty Term Comparison
Compares extracted terms across multiple counterparty agreements to identify the most favorable pricing, recall rights, and collateral requirements for each hard-to-borrow security.
Counterparty Term Comparison
Compares extracted terms across multiple counterparty agreements to identify the most favorable pricing, recall rights, and collateral requirements for each hard-to-borrow security.
Direct System Integration
Delivers structured pricing data in formats ready for immediate ingestion into your trading systems, risk platforms, and pricing models, eliminating manual data entry and reducing operational risk.
Direct System Integration
Delivers structured pricing data in formats ready for immediate ingestion into your trading systems, risk platforms, and pricing models, eliminating manual data entry and reducing operational risk.
Direct System Integration
Delivers structured pricing data in formats ready for immediate ingestion into your trading systems, risk platforms, and pricing models, eliminating manual data entry and reducing operational risk.
Direct System Integration
Delivers structured pricing data in formats ready for immediate ingestion into your trading systems, risk platforms, and pricing models, eliminating manual data entry and reducing operational risk.
Complete Audit Trail
Links every extracted rate, fee, and term back to its precise location in the source document with AI Citations, providing a defensible audit trail for compliance and dispute resolution.
Complete Audit Trail
Links every extracted rate, fee, and term back to its precise location in the source document with AI Citations, providing a defensible audit trail for compliance and dispute resolution.
Complete Audit Trail
Links every extracted rate, fee, and term back to its precise location in the source document with AI Citations, providing a defensible audit trail for compliance and dispute resolution.
Complete Audit Trail
Links every extracted rate, fee, and term back to its precise location in the source document with AI Citations, providing a defensible audit trail for compliance and dispute resolution.
Extracts pricing logic from any lending contract
To deliver clean, structured pricing data.
Get started
Get started



Import your files
Snowflake
,
Microsoft Excel
,
Salesforce
Import your files from whereever they are currently stored
All types of Finance documents supported
Once imported our system extracts and organises the essentials
Customer voices
Customer voices
Connect AI to your trading desk.
Connect AI to your trading desk.
Turn every term sheet into instant pricing data.
Turn every term sheet into instant pricing data.
Finance
•
Legal
•
Insurance
•
Tax
•
Real Estate
Finance
•
Legal
•
Insurance
•
Tax
•
Real Estate
Finance
•
Legal
•
Insurance
•
Tax
•
Real Estate
Customer Voices
Industrial equipment sales
We are looking for V7 Go and AI in general to be the beating heart of our company and our growth. It will make us more productive as a company, liaising with customers, automating tasks, even finding new work.
Read the full story
Industrial equipment sales
We are looking for V7 Go and AI in general to be the beating heart of our company and our growth. It will make us more productive as a company, liaising with customers, automating tasks, even finding new work.
Read the full story
Insurance
We have six assessors. Before V7 Go, each would process around 15 claims a day, about 90 in total. With V7 Go, we’re expecting that to rise to around 20 claims per assessor, which adds up to an extra 30 claims a day. That’s the equivalent of two additional full-time assessors. Beyond the cost savings, there’s real reputational gains from fewer errors and faster turnaround times.
Read the full story
Insurance
We have six assessors. Before V7 Go, each would process around 15 claims a day, about 90 in total. With V7 Go, we’re expecting that to rise to around 20 claims per assessor, which adds up to an extra 30 claims a day. That’s the equivalent of two additional full-time assessors. Beyond the cost savings, there’s real reputational gains from fewer errors and faster turnaround times.
Read the full story
Real Estate
Prior to V7, people using the software were manually inputting data. Now it’s so much faster because it just reads it for them. On average, it saves our customers 45 minutes to an hour of work, and it’s more accurate.
Read the full story
Real Estate
Prior to V7, people using the software were manually inputting data. Now it’s so much faster because it just reads it for them. On average, it saves our customers 45 minutes to an hour of work, and it’s more accurate.
Read the full story
Industrial equipment sales
We are looking for V7 Go and AI in general to be the beating heart of our company and our growth. It will make us more productive as a company, liaising with customers, automating tasks, even finding new work.
Read the full story
Insurance
We have six assessors. Before V7 Go, each would process around 15 claims a day, about 90 in total. With V7 Go, we’re expecting that to rise to around 20 claims per assessor, which adds up to an extra 30 claims a day. That’s the equivalent of two additional full-time assessors. Beyond the cost savings, there’s real reputational gains from fewer errors and faster turnaround times.
Read the full story
Real Estate
Prior to V7, people using the software were manually inputting data. Now it’s so much faster because it just reads it for them. On average, it saves our customers 45 minutes to an hour of work, and it’s more accurate.
Read the full story
Finance
“Whenever I think about hiring, I first try to do it in V7 Go.” Discover how HITICCO uses V7 Go agents to accelerate and enrich their prospect research.
Read the full story
Finance
The experience with V7 has been fantastic. Very customized level of support. You feel like they really care about your outcome and objectives.
Read the full story
Features
Features
Results you can actually trust.
Reliable AI document processing toolkit.
Results you can trust.
Trustworthy AI document processing toolkit.
Supporting complex documents.
Up to 200 pages.
Stock loan agreements come in every format imaginable. This agent handles formal ISLA templates, counterparty-specific term sheets, email confirmations, and scanned legacy agreements. It extracts pricing terms regardless of document structure or layout.
Input types
50+ languages
Scanned Documents
200 pages
Multi-modal
Document types
PDFs
Email Attachments
Complex Tables
Rate Schedules
Spreadsheets
Vendor_US.xlsx

3
Supply_2023.pptx

Review_Legal.pdf

Supporting complex documents.
Up to 200 pages.
Stock loan agreements come in every format imaginable. This agent handles formal ISLA templates, counterparty-specific term sheets, email confirmations, and scanned legacy agreements. It extracts pricing terms regardless of document structure or layout.
Input types
50+ languages
Scanned Documents
200 pages
Multi-modal
Document types
PDFs
Email Attachments
Complex Tables
Rate Schedules
Spreadsheets
Vendor_US.xlsx

3
Supply_2023.pptx

Review_Legal.pdf

Supporting complex documents.
Up to 200 pages.
Stock loan agreements come in every format imaginable. This agent handles formal ISLA templates, counterparty-specific term sheets, email confirmations, and scanned legacy agreements. It extracts pricing terms regardless of document structure or layout.
Input types
50+ languages
Scanned Documents
200 pages
Multi-modal
Document types
PDFs
Email Attachments
Complex Tables
Rate Schedules
Spreadsheets
Vendor_US.xlsx

3
Supply_2023.pptx

Review_Legal.pdf

Reach 99% accuracy rate
through GenAI reasoning.
Pricing errors cost money. The agent uses multi-step workflows to ensure rebate rates, minimum fees, and recall provisions are extracted with precision. Every number is verified against the source document before delivery to your systems.
Model providers

Security note
V7 never trains models on your private data. We keep your data encrypted and allow you to deploy your own models.
Answer
Type
Text
Tool
o4 Mini
Reasoning effort
Min
Low
Mid
High
AI Citations
Inputs
Set a prompt (Press @ to mention an input)
Reach 99% accuracy rate
through GenAI reasoning.
Pricing errors cost money. The agent uses multi-step workflows to ensure rebate rates, minimum fees, and recall provisions are extracted with precision. Every number is verified against the source document before delivery to your systems.
Model providers

Security note
V7 never trains models on your private data. We keep your data encrypted and allow you to deploy your own models.
Answer
Type
Text
Tool
o4 Mini
Reasoning effort
Min
Low
Mid
High
AI Citations
Inputs
Set a prompt (Press @ to mention an input)
Reach 99% accuracy rate
through GenAI reasoning.
Pricing errors cost money. The agent uses multi-step workflows to ensure rebate rates, minimum fees, and recall provisions are extracted with precision. Every number is verified against the source document before delivery to your systems.
Model providers

Security note
V7 never trains models on your private data. We keep your data encrypted and allow you to deploy your own models.
Answer
Type
Text
Tool
o4 Mini
Reasoning effort
Min
Low
Mid
High
AI Citations
Inputs
Set a prompt (Press @ to mention an input)
Trustworthy results,
grounded in reality.
Never question where a rate came from. Every extracted term is visually linked to its exact location in the source agreement. This provides instant verification for traders and a complete audit trail for compliance.

Visual grounding in action
00:54
Deliberate Misrepresentation: During the trial, evidence was presented showing that John Doe deliberately misrepresented his income on multiple occasions over several years. This included falsifying documents, underreporting income, and inflating deductions to lower his tax liability. Such deliberate deception demonstrates intent to evade taxes.
Pattern of Behavior: The prosecution demonstrated a consistent pattern of behavior by John Doe, spanning several years, wherein he consistently failed to report substantial portions of his income. This pattern suggested a systematic attempt to evade taxes rather than mere oversight or misunderstanding.
Concealment of Assets: Forensic accounting revealed that John Doe had taken significant steps to conceal his assets offshore, including setting up shell companies and using complex financial structures to hide income from tax authorities. Such elaborate schemes indicate a deliberate effort to evade taxes and avoid detection.
Failure to Cooperate: Throughout the investigation and trial, John Doe displayed a lack of cooperation with tax authorities. He refused to provide requested documentation, obstructed the audit process, and failed to disclose relevant financial information. This obstructionism further supported the prosecution's argument of intentional tax evasion.
Prior Warning and Ignoring Compliance

02
01
01
02
Trustworthy results,
grounded in reality.
Never question where a rate came from. Every extracted term is visually linked to its exact location in the source agreement. This provides instant verification for traders and a complete audit trail for compliance.

Visual grounding in action
00:54
Deliberate Misrepresentation: During the trial, evidence was presented showing that John Doe deliberately misrepresented his income on multiple occasions over several years. This included falsifying documents, underreporting income, and inflating deductions to lower his tax liability. Such deliberate deception demonstrates intent to evade taxes.
Pattern of Behavior: The prosecution demonstrated a consistent pattern of behavior by John Doe, spanning several years, wherein he consistently failed to report substantial portions of his income. This pattern suggested a systematic attempt to evade taxes rather than mere oversight or misunderstanding.
Concealment of Assets: Forensic accounting revealed that John Doe had taken significant steps to conceal his assets offshore, including setting up shell companies and using complex financial structures to hide income from tax authorities. Such elaborate schemes indicate a deliberate effort to evade taxes and avoid detection.
Failure to Cooperate: Throughout the investigation and trial, John Doe displayed a lack of cooperation with tax authorities. He refused to provide requested documentation, obstructed the audit process, and failed to disclose relevant financial information. This obstructionism further supported the prosecution's argument of intentional tax evasion.
Prior Warning and Ignoring Compliance

02
01
01
02
Trustworthy results,
grounded in reality.
Never question where a rate came from. Every extracted term is visually linked to its exact location in the source agreement. This provides instant verification for traders and a complete audit trail for compliance.

Visual grounding in action
00:54
Deliberate Misrepresentation: During the trial, evidence was presented showing that John Doe deliberately misrepresented his income on multiple occasions over several years. This included falsifying documents, underreporting income, and inflating deductions to lower his tax liability. Such deliberate deception demonstrates intent to evade taxes.
Pattern of Behavior: The prosecution demonstrated a consistent pattern of behavior by John Doe, spanning several years, wherein he consistently failed to report substantial portions of his income. This pattern suggested a systematic attempt to evade taxes rather than mere oversight or misunderstanding.
Concealment of Assets: Forensic accounting revealed that John Doe had taken significant steps to conceal his assets offshore, including setting up shell companies and using complex financial structures to hide income from tax authorities. Such elaborate schemes indicate a deliberate effort to evade taxes and avoid detection.
Failure to Cooperate: Throughout the investigation and trial, John Doe displayed a lack of cooperation with tax authorities. He refused to provide requested documentation, obstructed the audit process, and failed to disclose relevant financial information. This obstructionism further supported the prosecution's argument of intentional tax evasion.
Prior Warning and Ignoring Compliance

02
01
01
02
Enterprise grade security
for high-stake industries.
Stock loan agreements contain highly sensitive pricing and counterparty information. V7 Go processes these documents within your secure infrastructure, ensuring confidentiality and compliance with financial services regulations.
Certifications
GDPR
SOC2
HIPAA
ISO
Safety
Custom storage
Data governance
Access-level permissions
Enterprise grade security
for high-stake industries.
Stock loan agreements contain highly sensitive pricing and counterparty information. V7 Go processes these documents within your secure infrastructure, ensuring confidentiality and compliance with financial services regulations.
Certifications
GDPR
SOC2
HIPAA
ISO
Safety
Custom storage
Data governance
Access-level permissions
Enterprise grade security
for high-stake industries.
Stock loan agreements contain highly sensitive pricing and counterparty information. V7 Go processes these documents within your secure infrastructure, ensuring confidentiality and compliance with financial services regulations.
Certifications
GPDR
SOC2
HIPAA
ISO
Safety
Custom storage
Data governance
Access-level permissions
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Answers
Answers
What you need to know about our
AI agent for Stock Loan Traders
How does it handle non-standard term sheet formats?
The agent uses advanced document understanding to extract pricing logic from any format, whether it's a formal ISLA agreement, a counterparty's custom template, or a simple email confirmation. It adapts to the document structure rather than requiring standardized input.
+
How does it handle non-standard term sheet formats?
The agent uses advanced document understanding to extract pricing logic from any format, whether it's a formal ISLA agreement, a counterparty's custom template, or a simple email confirmation. It adapts to the document structure rather than requiring standardized input.
+
How does it handle non-standard term sheet formats?
The agent uses advanced document understanding to extract pricing logic from any format, whether it's a formal ISLA agreement, a counterparty's custom template, or a simple email confirmation. It adapts to the document structure rather than requiring standardized input.
+
Can it extract tiered or conditional pricing structures?
Yes. The agent recognizes complex pricing logic, including volume-based tiers, time-dependent rate changes, and conditional fees that vary by security characteristics, loan size, or market conditions. It structures this data for direct use in your pricing models.
+
Can it extract tiered or conditional pricing structures?
Yes. The agent recognizes complex pricing logic, including volume-based tiers, time-dependent rate changes, and conditional fees that vary by security characteristics, loan size, or market conditions. It structures this data for direct use in your pricing models.
+
Can it extract tiered or conditional pricing structures?
Yes. The agent recognizes complex pricing logic, including volume-based tiers, time-dependent rate changes, and conditional fees that vary by security characteristics, loan size, or market conditions. It structures this data for direct use in your pricing models.
+
What happens if a term is ambiguous or unclear?
The agent flags ambiguous language or missing critical terms for trader review. It provides a confidence score for each extracted field and highlights sections that require human interpretation, ensuring you never price based on uncertain data.
+
What happens if a term is ambiguous or unclear?
The agent flags ambiguous language or missing critical terms for trader review. It provides a confidence score for each extracted field and highlights sections that require human interpretation, ensuring you never price based on uncertain data.
+
What happens if a term is ambiguous or unclear?
The agent flags ambiguous language or missing critical terms for trader review. It provides a confidence score for each extracted field and highlights sections that require human interpretation, ensuring you never price based on uncertain data.
+
How does it integrate with our existing trading systems?
The agent outputs structured data in your preferred format, whether that's JSON, CSV, or direct API integration with your trading platform, risk system, or pricing engine. We configure the output schema to match your exact requirements during setup.
+
How does it integrate with our existing trading systems?
The agent outputs structured data in your preferred format, whether that's JSON, CSV, or direct API integration with your trading platform, risk system, or pricing engine. We configure the output schema to match your exact requirements during setup.
+
How does it integrate with our existing trading systems?
The agent outputs structured data in your preferred format, whether that's JSON, CSV, or direct API integration with your trading platform, risk system, or pricing engine. We configure the output schema to match your exact requirements during setup.
+
Can it process agreements in real-time during market hours?
Absolutely. The agent processes term sheets in seconds, making it practical to extract pricing terms from new agreements as they arrive during the trading day. This enables your desk to respond to market opportunities without delay.
+
Can it process agreements in real-time during market hours?
Absolutely. The agent processes term sheets in seconds, making it practical to extract pricing terms from new agreements as they arrive during the trading day. This enables your desk to respond to market opportunities without delay.
+
Can it process agreements in real-time during market hours?
Absolutely. The agent processes term sheets in seconds, making it practical to extract pricing terms from new agreements as they arrive during the trading day. This enables your desk to respond to market opportunities without delay.
+
Is the extracted data verifiable for compliance purposes?
Yes. Every extracted term is visually linked back to its source in the original document. This creates a complete audit trail that satisfies compliance requirements and provides evidence for any pricing disputes or regulatory inquiries.
+
Is the extracted data verifiable for compliance purposes?
Yes. Every extracted term is visually linked back to its source in the original document. This creates a complete audit trail that satisfies compliance requirements and provides evidence for any pricing disputes or regulatory inquiries.
+
Is the extracted data verifiable for compliance purposes?
Yes. Every extracted term is visually linked back to its source in the original document. This creates a complete audit trail that satisfies compliance requirements and provides evidence for any pricing disputes or regulatory inquiries.
+
Next steps
Next steps
Still pricing HTB securities the manual way?
Send us a few sample term sheets and rebate agreements. We'll show you how fast we can extract your pricing terms and deliver them to your systems.
Uncover hidden liabilities
in
supplier contracts.
V7 Go transforms documents into strategic assets. 150+ enterprises are already on board:
Uncover hidden liabilities
in
supplier contracts.
V7 Go transforms documents into strategic assets. 150+ enterprises are already on board:
